Superannuation can play a major role in your retirement finances. Having access to the right advice early will help you achieve financial independence in retirement.

We will work with you to decide on which option suits your needs best – whether to choose a professionally managed superannuation fund, or to establish your own Self Managed Superannuation Fund.

To help you decide on which superannuation strategy suits you, our wealth management team looks at:

  • what stage of life you are at (starting out, settling down, planning for retirement or enjoying retirement)
  • where you hold your super and your account balance
  • how comfortable you are with risk and the types of investments you’d like to hold
  • whether you requires insurances within the superannuation environment
  • expected contributions
  • your plans for retirement

Find out how our Wealth Management team can assist you here.

To find out more, call us on 1300 667 897!

The MBA Partnership Pty Ltd ABN 68 128 381 831 provides its financial planning services as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants(R) are the trading names of Count Financial Limited, ABN 19 001 974 625. Australian Financial Services Licence Number 227232 (‘Count’) a wholly-owned non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia. Count advisers are authorised representatives of Count.

We are committed to ensuring the privacy of your personal information. As an Authorised Representative of Count Financial Limited, a member of the Commonwealth Bank Group of Companies, we are bound by the Group’s Privacy Policy. For further details, you can refer to the Group’s Privacy Policy.

The information on this site is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.